Estate Plan Directory
WHEN TO SHARE IT
When a client is reviewing their estate plan, updating their will, or preparing for a major life transition.
This infographic is also a useful starting point for clients who have completed their estate planning documents but may not have organized the information their executor or family will eventually need.
ESTATE PLANNING
Help Clients
Organize Important
Estate Information
The Estate Plan Directory infographic helps financial advisors introduce the importance of organizing essential information, reducing uncertainty for loved ones, and making an executor’s responsibilities easier to manage.
6 Key Questions
The Estate Planning Directory infographic offers a simple way to begin that conversation and encourage clients to take the next step.
- What belongs in an estate plan directory?
- Who needs access to important information?
- How do you keep a director current and secure?
Why Share this Infographic?
Early retirement decisions bring several areas of financial planning together at once. Rather than overwhelming a client with details, this infographic provides a simple starting point for a more productive conversation. It can help you:
Pair with Companion Calculators
Use this infographic as the starting point. Stack it with calculators and other FreshPlan resources.
Share it
with Clients
Share an infographic directly from FreshPlan and give clients an inviting introduction to the topic – and not another long document.
SHARE YOUR WAY
Before a Meeting | During a Conversation | As a Follow-up | In a Newsletter
An Estate Plan is about more than having a will.
It’s also about making sure important documents, financial information, and instructions can be located when they’re needed.
MORE ADVICE. MORE PEOPLE. LESS TIME
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